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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,709 | $77,638-66.9% | $156,551-83.6% | $62,881-59.1% |
| Participation rate | 99.0% | 71.2%+27.8pp | 84.0%+15.0pp | 69.3%+29.7pp |
| Annual return | 7.83% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,163 | $3,444-37.2% | $5,501-60.7% | $2,281-5.2% |
| Participant deferral / active EE | $3,644 | $3,046+19.7% | $4,871-25.2% | $3,203+13.8% |
| Admin fee / account holder | $16 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |